Keep invoice reminders from slipping
Schedule a reminder for invoices you identify, with a calm message you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Invoice Message
Sends an invoice message to recipients by email.
Why this helps
Remembering which invoice needs a nudge adds another item to an already crowded workday.
- Put a reminder on a schedule you choose.
- Use consistent wording for invoice follow-up.
- Reduce the need to remember each planned nudge.
Setup
Build it in a few focused steps.
- 1Connect Clientary once in the Notis portal.
- 2Create an automation and describe the invoice reminder to send.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one invoice and verify the timing, recipient, and wording.
Questions about this workflow
Will it find overdue invoices by itself?
This action sends a message for an invoice. Specify the invoice or provide a supported way for Notis to identify it in your instruction.
Can the message be gentle and brief?
Yes. Give Notis the wording or tone you want for the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Clientary. A trigger fires from one place; an action lands in another.
Abstract triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Connect any two apps with Notis in the middle.
Abstract and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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